Caitlyn Meyers, CPA
Welcome! I’m Caitlyn, a dedicated CPA with a passion for helping women and families achieve financial success. I graduated Cum Laude from Spring Arbor University in 2020 with a Bachelor’s in Accounting and passed the CPA exam in 2021. With 5 years of experience in public accounting and 4+ years in corporate accounting, I bring a well-rounded perspective to the table. Currently, I serve as the Director of Finance and Operations at a small consulting firm, while running my CPA business on the side.
When I'm not crunching numbers, I'm a mom to a spunky 4-year-old and a destructive toddler. I’m also an amateur runner, a pianist, and a tea enthusiast. You might also find me enjoying a good board game, lost in a book, or on the pickleball courts.
I’m here to help
KPIs
I am committed to doing good in all facets of my business. That is why I annually track and report the following metrics for accountability and transparency in my practice.
Environmental:
Paperless Operations: Goal of 90% of clients fully digital
2024 - 50%
2025 - 63%
Financial:
Charitable Contributions: Goal of 1% of revenue
2024 - 0%
2025 - 1.06%
Social:
Client Satisfaction: Goal of average 4/5 rating
2025 - 5/5
Client Diversity: Goal of 75% minorities (including women)
2025 - 78%
My mission is to empower women and families by enhancing financial literacy and providing dedicated support on their journey to financial freedom. I am committed to creating a positive social impact by promoting economic inclusion and fostering financial well-being. From the very beginning, I walk alongside clients, offering comprehensive education and strategic guidance to ensure that financial success is within reach for all.
My Tax Philosophy
I believe tax work is more than compliance; it’s an opportunity to build a more equitable and responsible economy. My approach prioritizes transparency, integrity, and long-term sustainability over short-term gain. I help clients navigate the tax code thoughtfully, taking advantage of legitimate opportunities while avoiding aggressive positions that could undermine public trust and social good.
I am committed to ethical decision-making, clear communication, and contributing positively to the communities I serve. By aligning my work with these principles, I aim to support not only my clients’ success, but also the broader well-being of society.
Certified B Corporation™
As of July 2026, Caitlyn Meyers, CPA, PLLC is a Certified B Corporation. I believe that businesses can and should be a force for good. I am committed to using business as a tool to create a positive impact for my clients, my community, and the world. This certification reflects my values of accountability, transparency, and social impact.
You can view my public profile here: https://www.bcorporation.net/en-us/find-a-b-corp/company/caitlyn-meyers-cpa-pllc/